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Edge Advisors’s Chubb CB Stock Holding History

Edge Advisors’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		$289K Sell
2,278
-256
-10% -$34K 0.03% 272
2018
Q1 		$346K Sell
2,534
-51,092
-95% -$7.4M 0.03% 252
2017
Q4 		$7.84M Buy
53,626
+2,647
+5% +$395K 0.77% 30
2017
Q3 		$7.27M Buy
50,979
+3,250
+7% +$470K 0.79% 29
2017
Q2 		$6.94M Buy
47,729
+3,683
+8% +$518K 0.79% 29
2017
Q1 		$6M Buy
44,046
+2,727
+7% +$367K 0.73% 32
2016
Q4 		$5.46M Buy
+41,319
New +$5.27M 0.7% 33

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Edge Advisors's CB Position: Q2 2018 in Review

Edge Advisors reduced its Chubb (CB) stake by 10% in Q2 2018, selling an estimated $34K and leaving 2,278 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #272.

Edge Advisors first reported a position in CB in Q4 2016 and has held it in 7 quarters since. The position peaked at $7.84M in Q4 2017. 1,052 funds tracked by Wall St. Rank hold CB as of Q2 2018.

  • Edge Advisors held 2,278 shares of Chubb worth $289K as of Q2 2018.
  • Edge Advisors sold 256 Chubb shares in Q2 2018, an estimated $34K.
  • Chubb made up 0.03% of Edge Advisors's portfolio in Q2 2018, its #272 holding.
  • Edge Advisors first reported a position in Chubb in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Chubb position peaked at $7.84M in Q4 2017.
  • 1,052 funds tracked by Wall St. Rank held Chubb as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.